Scott Jay Karl

Caitlin John, LLC

28 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Caitlin John, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

733 clients

Average Client Portfolio

$250K average

Assets Under Management

$183.4M

Fee Structure

Minimum Investment:$250K

Location

1024 E. Grand River Ave, Suite B, Brighton, MI, 48116

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History

Regulatory History (1)

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Criminal

April 2006

Final Disposition

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Other Business ActivitiesSells Insurance

Scott owns Scott Karl Economic and Insurance Services, selling various fixed insurance products and dedicating nearly full-time hours to it. He also engages in other business activities including sales of legal services, commercial real estate leasing, and college planning workshops, taking about half of his time on the latter.

Employment History

Current Registrations

Caitlin John, LLC

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

Guardian Pointe Private Wealth Management, LLC

August 2017 - December 2022 · 5 yrs 4 mos

Interactive Financial Advisors

March 2017 - June 2017 · 3 mos

Brooklight Place Securities, INC.Broker

March 2014 - May 2017 · 3 yrs 2 mos

Park Avenue Securities LLCBroker

May 1999 - March 2014 · 14 yrs 10 mos

Guardian Investor Services CorporationBroker

June 1997 - May 1999 · 1 yr 11 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.